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Schwab Charles Corp New DEP SH (SCHW)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Mengis Capital Management, Inc.
DECREASED
Shares16,653 from 17,053
Change-400 (-2%)
Value$352.9K (-$59.6K)
Filed 2026-10-13
First Command Advisory Services, Inc.
DECREASED
Shares950 from 955
Change-5 (-1%)
Value$20.1K (-$3.0K)
Filed 2026-11-05
Archer Investment Corp
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$12.7K (-$1.8K)
Filed 2026-11-05
PNC Financial Services Group, Inc.
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$8.5K (-$1.2K)
Filed 2026-11-06
Ascentis Independent Advisors
NEW
Shares30
Change+30
Value$635
Filed 2026-11-03
Estabrook Capital Management
N/A
Shares— from 11,300
Change-11,300 (-100%)
Value—
Status
Mengis Capital Management, Inc.
DECREASED16,65317,053-400-2%$412.5K$352.9K-$59.6K2026-10-13
First Command Advisory Services, Inc.
DECREASED950955-5-1%$23.1K$20.1K-$3.0K2026-11-05
Archer Investment Corp
UNCHANGED60060000%$14.5K$12.7K-$1.8K2026-11-05
PNC Financial Services Group, Inc.
UNCHANGED40040000%$9.7K$8.5K-$1.2K2026-11-06
Ascentis Independent Advisors
NEW30—+30——$635—2026-11-03
Estabrook Capital Management
N/A—11,300-11,300-100%$273.3K———
Showing 6 of 6 institutions